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Innovative Industrial Properties
IIPR

Overview Fund Activity

427 hedge funds and large institutions have $4.26B invested in Innovative Industrial Properties in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 139 increasing their positions, 144 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
427
Holders Change
+21
Holders Change %
+5.17%
% of All Funds
7.5%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.12%
New
52
Increased
139
Reduced
144
Closed
26
Calls
$163M
Puts
$146M
Net Calls
+$17.1M
Net Calls Change
+$16.1M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$55.5M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$40.6M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$60.3M
4
SO
4
STRS Ohio
Ohio
$19M
5
MGAM
5
McGowan Group Asset Management
Texas
$14.5M

Top Sellers

1
TCM
1
TimesSquare Capital Management
New York
$0
2
BlackRock
2
BlackRock
New York
$958M
3
UBS AM
3
UBS AM
Illinois
$9.11M
4
Northern Trust
4
Northern Trust
Illinois
$79.5M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$36.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFB
326
Cullen/Frost Bankers
Texas
$112K – – –
APA
327
American Portfolios Advisors
New York
$102K +$21.3K +92 +26%
RE
328
RBC Europe
United Kingdom
$95.9K -$23.1K -100 -19%
CA
329
Clearstead Advisors
Ohio
$89K – – –
AF
330
Allworth Financial
California
$88K +$83.4K +359 +1,795%
SWA
331
Sutton Wealth Advisors
Florida
$80.4K +$4.86K +21 +6%
LFG
332
Larson Financial Group
Missouri
$77K +$233 +1 +0.3%
FPS
333
Fieldpoint Private Securities
Connecticut
$69K -$2.09K -9 -3%
HNB
334
Huntington National Bank
Ohio
$69K – – –
1IA
335
1834 Investment Advisors
Wisconsin
$69K – – –
S
336
SignatureFD
Georgia
$69K +$230 +1 +0.3%
JWA
337
JFS Wealth Advisors
Pennsylvania
$69K +$69K +300 New
AWM
338
Atticus Wealth Management
Florida
$62K +$62K +268 New
JCM
339
Jacobi Capital Management
Pennsylvania
$60K – – –
HCM
340
Horrell Capital Management
Arkansas
$58K – – –
HWMA
341
Heritage Wealth Management (Arizona)
Arizona
$53K – – –
FDCDDQ
342
Federation des caisses Desjardins du Quebec
Quebec, Canada
$50.9K -$75.1K -325 -60%
NFSG
343
Newbridge Financial Services Group
Florida
$50K -$10.8K -47 -18%
Fifth Third Bancorp
344
Fifth Third Bancorp
Ohio
$49K -$18.3K -79 -27%
RIM
345
Rockbridge Investment Management
New York
$48K – – –
CFN
346
Cordasco Financial Network
Florida
$46K – – –
GI
347
Gradient Investments
Minnesota
$46K – – –
CFA
348
Carroll Financial Associates
North Carolina
$46K +$1.36K +6 +3%
CFG
349
CKW Financial Group
Hawaii
$41K – – –
PCG
350
Private Capital Group
Connecticut
$38K – – –
12 13
14
15 16